Posted on 11/8/17
Teva: What To Do?
ThesisAfter reviewing Teva's (TEVA) latest results, we are left to conclude that significant downward risks remain. EBITDA continues to worsen and management yet again shows their . . .
Posted on 10/25/17
Teva: Earnings Forecast
ThesisTeva (TEVA) is likely to report lower than expected results. Primary reasons are continued pricing pressure in the generic market as well as pricing pressure on . . .
Posted on 9/27/17
Pfizer's Loss Of Exclusivity Is Exaggerated
Concerns about LOE, or loss of exclusivity, and lack of revenue growth at Pfizer (PFE) are vastly overblown. The company is set to grow in the . . .
Posted on 9/15/17
Teva's New CEO Is A Blessing
Teva Pharmaceutical Industries Ltd. (TEVA) has finally appointed a new CEO named Kare Schultz. Shareholders seemed desperate enough that simply appointing any CEO would probably have . . .
Posted on 9/7/17
The Deck Is Stacked Against Johnson & Johnson
Johnson and Johnson (JNJ) has lost 4 of the 6 ovarian cancer-related trials even though there is no scientific consensus regarding causation between talc powder and . . .
Posted on 8/31/17
Altria: More Money, More Problems
IntroductionAltria (MO) is a long cherished dividend stock and it is obvious why. The dividend yield stands at 3.8% while the company boasts a healthy and . . .
Posted on 7/31/17
Altria: Missing The Forest For The Trees
Altria's (MO), or specifically Philip Morris' (PM), iQOS was a huge boon for both companies. The reasoning was simple. Regulators are targeting toxic components in combustible . . .
Posted on 7/20/17
IBM Earnings: The One Major Takeaway
My first article on IBM (IBM) was cautiously bullish. I had stated that IBM should be returning to growth as early as next year -- at . . .
Posted on 6/26/17
IBM To Return To Growth Next Year
ThesisIBM's (NYSE:IBM) turnaround is working. I estimate the company to start growing again next year. This is largely due to their strategic imperatives which have now . . .
Posted on 6/22/17
Pfizer To Lose Exclusivity Of Key Brands
IntroductionPfizer (NYSE:PFE) recently took a market beating when it reported lower than expected revenue. Currently, it has recovered completely from that beating. Did the market overreact . . .
Posted on 6/15/17
Altria Positioning Itself Exceptionally Well
Altria (MO) is somewhat of a dividend darling. The business model as well as the continuously increasing dividend coupled with a decreasing share count offer satisfactory . . .
New York
